Retirement Intel: Should Retirees Be Selling? Retire Once Show podcast

Retirement Intel: Should Retirees Be Selling?

2M ago 48:22

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Welcome to Retirement Intel. A weekly show where we discuss the latest topics in the world of retirement planning.

See if you’re on track https://www.theoremwm.com/start-here

This weekly show airs every Tuesday at 4 p.m. Central Time, where we dive into the latest trends, insights, and strategies for your retirement planning. In today's episode, we cover a range of topics including:

- Latest News

- Should You Be Selling?

- Retirement Myths

- What Is a Fiduciary?

Join us as we navigate through these critical subjects and provide you with the knowledge you need for a secure and prosperous retirement. If you have any questions or topics you'd like us to cover, drop us a note at retire@theoremwm.com or join us live next week!

Articles Discussed

https://www.morningstar.com/portfolios/why-preretirees-retirees-should-derisk-today

https://www.morningstar.com/personal-finance/6-retirement-financial-myths-avoid

https://www.wsj.com/personal-finance/retirement/the-insurance-industry-is-winning-a-fight-to-kill-new-protections-for-retirement-savers-54030e41

https://lifehacker.com/money/why-are-tiktok-influencers-pushing-life-insurance-over-401ks

Theorem stands for THE Optimal Retirement and Estate Management, our mission is to help diligent retirement-focused savers achieve their dream retirement while reducing the stress caused by managing wealth.

- Johnathan Rankin CRPC® CEPA®, Founder & CEO

- Theorem Wealth Management

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Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.

64 episodes